4

Cycle Count Process

In order to manage inventory a user should be able to complete a stock count process. Allow for randomization and set thresholds to encourage appropriate inventory management.

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (48)

STATUS DETAILS
Under Review
17

Track serialized inventory

Allow for products to be serialized or non-serialized. If serialized inventory be able to track serial numbers. Logic to ensure inventory does not go negative and serial quantity is appropriate.

Read more...

1 Comments

Read more... 1 Comments

Category: Field Service (48)

STATUS DETAILS
Under Review
3

Prevent PO creation overwriting address fields

When a PO form is opened, an onLoad script copies the work order service location address into the PO. In our use case, we want to specify the address in the PO address fields. Unfo...

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (48)

STATUS DETAILS
Completed
12

Ability to display ‘Field Service’ menu in Dynamics CRM for Outlook

On the left navigation pane in Dynamics CRM for Outlook, there are Sales, Service and Marketing menu are already displayed.

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (48)

STATUS DETAILS
Under Review
2

Alert for customer when technician reached Site

Hello,

Now days people are working on multiple tasks this impacts technician to wait for customer /right customer contact once he reached site. 

In these scenarios , if system triggers alert to customer then he will be ready explain issue or arrange right person to assist te...

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (48)

STATUS DETAILS
Declined
6

Migration tool from Field One Sky to Field Services

Actually many clients are facing the problem to migrate from Field One Sky solution to the Field Services.

In order to solve this problem we need a tool that is able to "transform" and migrate all Field One Sky Data into Field Services.

This will help ALL old clients from Fi...

Read more...

2 Comments

Read more... 2 Comments

Category: Field Service (48)

STATUS DETAILS
Completed
6

Field Service - Service cannot be added via Product’s View

Products are categorized into Service, Inventory and Non-Inventory.

When you need to add services tasks to the Work order, you will go to the Service Tasks section and click + Add Work Order Service Task record.

In the product’s View, when you click + to open a new window, ...

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (48)

STATUS DETAILS
Declined
18

Field Service -Create work orders from a case with different currency

A work order can be automatically created from a case but the record needs to have the same currency as the base currency. It should be okay to have any currencies.

&...

Read more...

1 Comments

Read more... 1 Comments

Category: Field Service (48)

STATUS DETAILS
Under Review